Charter Impact
About the Company:
Role Summary:
Responsibilities
- Lead the monthly, quarterly, and annual financial close processes and ensure timely, accurate financial reporting; including management of junior resources
- Oversee preparation of financial statements, including P&L, balance sheet, and cash flow statements
- Ensure compliance with GAAP and applicable regulatory requirements
- Manage all accounting operations including general ledger, accounts payable, accounts receivable, payroll, and billing
- Establish and maintain internal controls to safeguard company assets and ensure audit readiness
- Lead annual budgeting, rolling forecasts, and long-range financial planning processes
- Develop and maintain financial models to support strategic decision-making and growth initiatives
- Analyze financial performance, including revenue, margins, and cost drivers, and provide actionable insights
- Build and maintain KPI dashboards and reporting tools for executive leadership
- Partner with department leaders to drive financial accountability and performance improvements, including performance of individual states/regions and client-level variation
- Monitor and manage cash flow, working capital, and treasury functions
- Support strategic initiatives including pricing, service line profitability, and market expansion
- Assist with M&A activities including financial analysis, due diligence, and integration planning
- Oversee financial systems, reporting infrastructure, and process improvements to support scalability
- Lead, develop, and manage finance and accounting team members, including outsourced vendors/partners
Requirements
- Advanced accounting principles, financial reporting, and GAAP compliance
- Financial planning and analysis, including budgeting, forecasting, and modeling
- Financial systems and tools (e.g., Sage Intacct, QuickBooks, BI/reporting platforms)
- Revenue recognition, internal controls, and audit processes
- Purposes, methods, and practices of financial and accounting record keeping
- Basic accrual accounting principles and procedures
- Microsoft Office (Word, Excel, Outlook) skills
- Proper and effective use of English grammar and communication skills
- Ability to effectively listen to and empathize with customers
- Align with Charter Impact’s mission, vision, and core values
- Maintain a collaborative team environment
- Adapt quickly to change
- Translate financial data into actionable insights
- Work independently
- Perform calculations accurately
- Prepare accurate financial reports
- Identify and correct errors
- QuickBooks Online, QBAO
- Sage Intacct or similar platforms
- Power BI or Tableau
- ADP, Paychex, or Intuit payroll systems
Generally, any combination of education that would provide the required knowledge and skills for successful performance would qualify. A typical method of demonstrating these requirements would be:
EDUCATION:
Bachelor’s degree in Accounting, Finance, or related field required; CPA preferred; MBA preferred
EXPERIENCE:
10–15+ years of progressive experience in accounting and finance roles, including both controllership and FP&A responsibilities. Experience in professional services, multi-entity, or high-growth environments preferred. Demonstrated experience leading financial operations and strategic finance initiatives.
KNOWLEDGE OF:
Candidates must also have the ability to:
Experience with the following is a plus:
What’s in it for You?
- At Charter Impact, we believe great work happens when people feel supported, trusted, and connected.
- Remote‑first flexibility: Work where you do your best work, with flexible, remote, and hybrid options depending on role. We provide a company‑issued laptop and essential equipment to support a productive setup.
- Comprehensive, competitive benefits: Medical, dental, vision, and life insurance, plus multiple plan options to meet your needs.
- Financial wellness & retirement: 401(k) with company match to help you plan for the future.
- Wellbeing support: Employee Assistance Program (EAP) offering confidential mental health support, counseling, and legal and financial resources for you and your household.
- Time to recharge: Vacation accrual of up to four (4) weeks per year, plus 11 paid company holidays and a winter break from Christmas Day through New Year’s Day.
- Connection & culture: Opportunities to build relationships through virtual and in‑person team events, with colleagues who care deeply about their work and impact.
- Extra perks: Employee discounts, voluntary pet insurance, and an employee referral bonus program.
Originally posted on Himalayas
To apply for this job please visit himalayas.app.
About this role & career path
Working in United States
The United States of America (USA), also known as the United States (U.S.) or America, is a country primarily located in North America. It is a federal republic consisting of 50 states and a federal capital district, Washington, D.C. The 48 contiguous states border Canada to the north and Mexico to the south, with the semi-exclave of Alaska in the northwest and the archipelago of Hawaii in the Pacific Ocean. The United States also asserts sovereignty over five major island territories and various uninhabited islands in Oceania and the Caribbean. It is a megadiverse country, with the world's th
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